Raymond James Financial’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Raymond James Financial’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.54M	Buy	68,264 +12,673	+23%	+$1.22M	﹤0.01%	2375
2025 Q4	$5.33M	Sell	55,591 -11,654	-17%	-$1.12M	﹤0.01%	2458
2025 Q3	$6.47M	Buy	67,245 +9,892	+17%	+$947K	﹤0.01%	2270
2025 Q2	$5.5M	Buy	57,353 +33,292	+138%	+$3.18M	﹤0.01%	2316
2025 Q1	$2.31M	Buy	24,061 +985	+4%	+$94.1K	﹤0.01%	2887
2024 Q4	$2.19M	Buy	+23,076	New	+$2.2M	﹤0.01%	2901

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Raymond James Financial's LDUR Position: Q1 2026 in Review

Raymond James Financial increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 23% in Q1 2026, buying an estimated $1.22M and bringing the position to 68,264 shares worth $6.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Raymond James Financial first reported a position in LDUR in Q4 2024 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Raymond James Financial held 68,264 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $6.54M as of Q1 2026.
Raymond James Financial bought 12,673 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.22M.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2375 holding.
Raymond James Financial first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.